Giving Feedback on a Process

You can be assigned to a review as a participant. Your task is then to examine the process revision and its contents and give feedback in the form of comments.

You can be assigned to a review as a Review Participant. Your task is then to examine the process revision and its contents and give feedback in the form of comments. Finally, you submit your rating.

Prerequisites

You have been assigned to a review as a Review Participant.

You have opened the review; the review area is displayed to the right of the process page.

Context

As a Review Participant, you are asked to examine a process revision. In the form of comments, the overall process and the individual process contents can also be discussed with the other participants and the Process Owners.

The aim of the examination is the final rating in the Complete Rating section.

You give feedback in the Give Feedback section of the review area. You determine what a comment refers to on the process page:

On the Overview tab, comments refer to the overall process. This lets you note, for example, that an attachment is missing or that a process property has been set incorrectly.
On the List tab, you expand a process content; on the Guide tab or in the diagram view, you click it. The comment then refers to that process content.

The selected process content is shown with its name and type in the header of the Give Feedback section and is kept in sync across the views. In the list, a red icon indicates the process contents for which comments already exist.

Whether you prefer to go through the process using the list or the guide is up to you.

You can add a label to a comment, for example to distinguish notes from critical points. Which labels are available is defined by the BPM Manager under Settings > Manage Process Space on the Customize tab under Review Labels.

The pencil icon in the section header switches between two views:

Pencil active: you comment on the selected process content.
Pencil crossed out: editing is locked, and the section shows all collected feedback on all process contents. This helps before you submit your rating.

Using the language switch below the process name (for example DE), you switch between the languages the process has been translated into. The switch applies only to your view and does not change the content language in your profile.

How to Proceed

In the review area, expand the Give Feedback section.
To comment on the overall process, switch to the Overview tab on the process page.

The section header shows the process name with the addition Process.
To comment on a process content, expand it on the List tab or click it on the Guide tab or in the diagram view.

The section header shows the name and type of the process content, for example Develop Solution Task. Existing comments on this process content are displayed.
Enter your comment in the Add comment field.
To give the comment a label, click Add label and select a label.
Click Send.

The comment appears with your name, the time and the label.
To reply to a comment, click Show replies or the number of replies, enter your reply in Add reply and click Send.
To edit or delete your comment, click ⋮ on the comment and select Edit or Delete.
To see all collected feedback on all process contents, click the pencil icon in the section header.

The comments are displayed grouped by process content. Clicking the pencil icon again switches back.